Equity-oriented hybrid funds are aggressive hybrid funds. The primary goal of these schemes is to build long-term wealth and consistent profits. The opportunity to take advantage of market arbitrage opportunities benefits aggressive hybrid funds. These funds must devote at least 20% of their assets to debt instruments. This fund is less volatile than pure equity Mutual Funds because it contains a component of a debt instrument. A scheme that invests 65 percent (or more) of its assets in equities, on the other hand, cannot be considered a risk-free investment.
The fund manager buys shares at a low price on one stock exchange and sells them at a higher price on the other, which is known as arbitrage. Gains accrue as a result of a price difference in a different market for the same security.
Who should invest in Aggressive Hybrid Funds?
Aggressive funds, according to many investors, are riskier than traditional balanced hybrid funds. The fund manager mainly invests in equity and equity-related instruments in these funds, with a smaller portion of the portfolio allocated to debt for stability. As a result, investors with a high-risk tolerance and a 5-year investment period should expect Aggressive Funds. By investing mainly in equity and a limited portion of debt and money market instruments, the fund manager aims to provide stable returns. Investors with a reasonable risk profile and a medium-term investment horizon of at least five to seven years are ideally suited to such funds. Investors who are willing to take on some risk with their investments should accept aggressive hybrid funds. This fund is also a good place to start for an investor who wants to invest in equities but wants to be secure.
Best Top Aggressive Hybrid Fund Ranked By CRISIL With 1 Year Returns Upto 50%
Best Top Aggressive Hybrid Fund Ranked By CRISIL With 1 Year Returns Upto 50%
| 1 Year Return | 3 Year Returns | |
| BNP Paribas Substantial Equity Hybrid Fund | 46.32% | 16.05% |
| Canara Robeco Equity Debt Allocation Fund | 43.54% | 14.23% |
| Mirae Asset Hybrid - Equity Fund | 47.97% | 13.92% |
| Kotak Equity Hybrid | 62.14% | 13.73% |
| ICICI Prudential Equity & Debt Fund | 60.06% | 12.15% |
| Franklin India Equity Hybrid Fund | 54.22% | 11.64% |
| SBI Equity Hybrid Fund | 44.88% | 12.46 |
BNP Paribas Substantial Equity Hybrid Fund
The fund's cost ratio is 0.62 percent, which is lower than the expense ratios charged for most other Aggressive Hybrid funds. The fund currently has a 76.84 percent equity allocation and a 14.86 percent debt allocation. The equity portion of the fund is primarily invested in the financial, technology, fast-moving consumer goods, construction, and healthcare sectors. In comparison to other funds in the group, it has less exposure to the Financial and Technology industries. Prefers businesses that are industry leaders, have sound financials, have good management, and have a long-term growth outlook.
The fund's top 5 holdings are in ICICI Bank Ltd., HDFC Bank Ltd., Infosys Ltd., Axis Bank Ltd., State Bank of India. The fund has been Ranked Number "Two" by the CRISIL rating agency. The Value Research Online has given a "Five Star" Rating to the fund.
In one year, the fund has generated The 3-year returns from the fund is more like 13.86 % on an annualized basis. This is yet another fund that has performed admirably over the past year. Returns are about 43.21%, which isn't bad.
Kotak Equity Hybrid Fund
As of 31/03/2021, Kotak Equity Hybrid Fund Direct-Growth had assets under management (AUM) of 234742 Crores, making it a medium-sized fund in its group. The fund's cost ratio is 0.92 percent, which is comparable to the expense ratios charged for most other Aggressive Hybrid funds. The fund currently has a 74.39 percent equity allocation and an 18.91 percent debt allocation. ICICI Bank Ltd., Infosys Ltd., HDFC Bank Ltd., Reliance Industries Ltd., and Thermax Ltd. are the fund's top five holdings. The equity portion of the fund is primarily invested in the financial, construction, technology, fast-moving consumer goods, and healthcare sectors. In comparison to other funds in the group, it has less exposure to the Financial and Construction industries. The CRISIL rating agency has given the fund a "One" rating. The fund has an "Four Star" rating from Value Research Online.
The fund has made a profit in just one year. On an annualized basis, the fund's 3-year returns are closer to 11.90 percent, which is an average return. This is yet another fund that has done very well in the last year. The rate of return is about 59.85 percent, which is very good when compared to its peers.
Canara Robeco Equity Debt Allocation Fund
Canara Robeco Equity Hybrid Fund Direct-Growth has assets under management (AUM) of 28272 Crores as of 31/03/2021, making it a medium-sized fund in its group. The fund has made a profit in just one year. On an annualized basis, the fund's 3-year returns are closer to 12.54percent, which is an average return. This is yet another fund that has done very well in the last year. The rate of return is about 42.08 percent.
The fund's cost ratio is 0.78 percent, which is lower than the expense ratios charged for most other Aggressive Hybrid funds. The fund currently has a 73.65% equity allocation and a 20.85% debt allocation. ICICI Bank Ltd., HDFC Bank Ltd., Infosys Ltd., Reliance Industries Ltd., and Bajaj Finance Ltd. are the fund's top five holdings. The equity portion of the fund is mainly allocated to the financial, technology, automobile, healthcare, and construction industries. In comparison to other funds in the group, it has less exposure to the Financial and Technology industries.
The CRISIL rating agency has given the fund a "Two" rating. The fund has an "Five Star" rating from Value Research Online.
Mirae Asset Hybrid - Equity Fund
The Scheme's investment objective is to achieve capital appreciation as well as current income by investing primarily in equity and equity-related instruments, with a balance in debt and money market instruments. Returns are not guaranteed or assured by the Scheme. The financial, technology, energy, healthcare, and automobile sectors make up the majority of the fund's equity holdings. In comparison to other funds in the group, it has less exposure to the Financial and Technology industries.
The fund received a "Three rank from the CRISIL rating agency. Value Research Online has given the fund a "Five Star" ranking.
In only one year, the fund has made a return. The fund's 3-year returns on an annualized basis are closer to 11.95 percent, which is the average return. This is yet another fund that has performed admirably in the previous year. The return on investment is approximately 45.75 percent.
Array
The 1-year returns on ICICI Prudential Equity & Debt Fund Direct-Growth are 60.87 percent. Since its inception, it has averaged 15.97 percent annual returns. Every five years, the fund has doubled the capital invested in it. The fund's top 5 holdings are in National Thermal Power Corp. Ltd., ICICI Bank Ltd., Bharti Airtel Ltd., Hindalco Industries Ltd., Oil & Natural Gas Corpn. Ltd..
The fund received a "Three" rank from the CRISIL rating agency. Value Research Online has given the fund a "Three Star" ranking.
SBI Equity Hybrid Fund
The fund received a "Second" rank from the CRISIL rating agency. Value Research Online has given the fund a "Four Star" ranking. SBI Equity Hybrid Fund Direct Plan has a 1-year growth rate of 44.88 percent. It has produced an average annual return of 15.47 percent since its inception. Every six years, the fund has doubled the capital invested in it. HDFC Bank Ltd., Infosys Ltd., Divi's Laboratories Ltd., Bharti Airtel Ltd., and Bajaj Finance Ltd. are the fund's top five holdings
Franklin India Equity Hybrid Fund
Franklin India Equity Hybrid Fund Direct-Growth returns are 54.22 percent over the last year. It has returned an average of 14.45 percent every year since its inception. Every six years, the fund has doubled the capital invested in it. The fund's top 5 holdings are Infosys Ltd., Axis Bank Ltd., HDFC Bank Ltd., ICICI Bank Ltd., Bharti Airtel Ltd. The CRISIL rating agency has given the fund a "Three" rating.
Goodreturns.in has taken utmost care in the compilation of data for this article. The views and investment tips expressed by authors or employees of Greynium Information Technologies, should not be construed as investment advice to buy or sell units mentioned in the article. All readers and investors should note that neither Greynium nor the author of the articles, would be responsible for any decision taken based on these articles. Please do consult a professional advisor.
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